|
1
|
Charles Schwab
San Francisco,
California
|
$171M
|
+$67.3M
|
+1,289,412
|
+70%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$42.1M
|
-$909K
|
-17,414
|
-2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$21.8M
|
-$889K
|
-17,028
|
-4%
|
|
|
4
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$15.1M
|
-$562K
|
-10,751
|
-4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.3M
|
-$56.7K
|
-1,085
|
-0.6%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.05M
|
+$229K
|
+4,380
|
+3%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$6.67M
|
-$174K
|
-3,331
|
-3%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.54M
|
+$15.8K
|
+303
|
+0.3%
|
|
|
9
|
|
$5.35M
|
+$841K
|
+16,093
|
+20%
|
|
|
10
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$4.77M
|
+$385K
|
+7,366
|
+9%
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.31M
|
–
|
–
|
–
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$4M
|
+$247K
|
+4,729
|
+7%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.83M
|
+$349K
|
+6,687
|
+11%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.73M
|
+$82.9K
|
+1,588
|
+2%
|
|
|
15
|
55I LLC
Boston,
Massachusetts
|
$3.54M
|
+$133K
|
+2,546
|
+4%
|
|
|
16
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$3.36M
|
+$192K
|
+3,673
|
+6%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$3.17M
|
+$77.5K
|
+1,484
|
+3%
|
|
|
18
|
Fulcrum Equity Management
Plano,
Texas
|
$2.74M
|
+$2.62M
|
+50,246
|
New
|
|
|
19
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$2.66M
|
+$299K
|
+5,733
|
+13%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.64M
|
+$104K
|
+1,989
|
+4%
|
|
|
21
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$2.61M
|
–
|
–
|
–
|
|
|
22
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$2.61M
|
+$2.5M
|
+47,829
|
New
|
|
|
23
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$2.52M
|
-$52.8K
|
-1,011
|
-2%
|
|
|
24
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$2.44M
|
-$16.6K
|
-318
|
-0.7%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$2.33M
|
-$113K
|
-2,168
|
-5%
|
|
